Zachary M. Berg
- Best-In-State Wealth AdvisorsForbes, 2023
- Best-in-State Wealth Management TeamsForbes, 2023
Forbes/SHOOK Top Wealth Advisors Best-In State (04/04/23). Data as of 06/30/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Wealth Management Teams Best-In-State (1/12/23). Data as of 3/31/22. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Zachary M. Berg
- Wealth Management Experience Since 2011Zachary Berg is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. Berg joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. Berg was a Wealth Manager at First Republic since 2015. Prior to joining First Republic in 2015, Mr. Berg spent five years at Credit Suisse in Private Banking North America, located in West Palm Beach, Florida. Prior to joining Credit Suisse, Mr. Berg spent 13 years in the commercial real estate industry. He served as the Director of Operations for American Commercial Realty Corp and participated in the acquisition of over one million square feet of commercial space throughout the nation.
- Community InvolvementActive in his community, Mr. Berg recently served on the Foundation Board of Florida Atlantic University and acted as the Chair of the Investment Committee until June 2023. He is also an active member of the Kravis Center. Mr. Berg is the immediate Past Chair of the Board of Directors for Take Stock in Children, Palm Beach County. He previously served on the Board of Directors for the Jewish Community Center of Palm Beach, Leadership Palm Beach County (Class of 2014) and the Young Leadership division of the Jewish Federation of Palm Beach County.
- Professional DesignationHe is a CERTIFIED FINANCIAL PLANNER™ professional.
- EducationMr. Berg received his MBA and Bachelor of Arts degree in Political Science from Florida Atlantic University in Boca Raton, Florida.